Emergent Wealth Advisors, LLC Reduced Holdings in Q3 2025

Emergent Wealth Advisors, LLC

  • $173 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.55K
- 10.32%
$72.65 - $78.68 $476K - $516K
57K $4.46B
Astera Labs Inc
-5.43K
- 61.13%
N/A
3.45K $676M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.66K
- 4.61%
$45.6 - $46.92 $121K - $125K
54.9K $2.57B
EFG
Msci Eafe Growth ETF

ETFs
-1.01K
- 6.63%
$106.99 - $114.46 $108K - $115K
14.2K $1.61B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.08K
- 16.38%
$62.54 - $68.42 $130K - $142K
10.6K $717M
CHWY
Chewy, Inc.

Consumer Cyclical
-615
- 3.5%
$34.27 - $42.33 $21.1K - $26K
16.9K $685M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-569
- 14.0%
$72.01 - $74.44 $41K - $42.4K
3.49K $257M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.43K
- 1.77%
$22.9 - $23.58 $55.7K - $57.4K
135K $3.16B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-282
- 6.98%
$101.12 - $106.18 $28.5K - $29.9K
3.76K $387M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-326
- 8.91%
$67.21 - $72.65 $21.9K - $23.7K
3.33K $242M
QCOM
Qualcomm Inc

Technology
-176
- 7.74%
$145.84 - $173.55 $25.7K - $30.5K
2.1K $349M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-143
- 4.94%
N/A
2.75K $273M
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 1.1%
$357.4 - $423.42 $3.22K - $3.81K
809 $328M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-82
- 1.63%
$92.97 - $100.18 $7.62K - $8.21K
4.95K $492M
TSLA
Tesla, Inc.

Consumer Cyclical
-127
- 19.72%
$293.94 - $444.72 $37.3K - $56.5K
517 $230M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-76
- 1.82%
$134.94 - $145.86 $10.3K - $11.1K
4.09K $595M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-21
- 0.06%
$21.69 - $23.34 $455 - $490
37.5K $874M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4
- 0.15%
$225.11 - $247.9 $900 - $992
2.67K $659M
Rocket Lab Corp
-387
- 5.33%
N/A
6.87K $329M
PLTR
Palantir Technologies Inc.

Technology
-60
- 3.41%
$130.68 - $186.97 $7.84K - $11.2K
1.7K $310M
IYW
Ishares Dj Us Tech ETF

ETFs
-12
- 0.29%
$171.38 - $197.01 $2.06K - $2.36K
4.18K $819M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-216
- 0.33%
$24.46 - $26.5 $5.28K - $5.72K
66K $1.74B
VXF
Vanguard Extended Market ETF

ETFs
-1.35K
- 4.5%
$193.58 - $213.07 $261K - $287K
28.6K $5.91B
IVW
Ishares S&P 500 Growth ETF

ETFs
-428
- 2.18%
$108.97 - $121.65 $46.6K - $52.1K
19.2K $2.31B
GLW
Corning Inc

Technology
-20
- 0.38%
$51.6 - $82.03 $1.03K - $1.64K
5.24K $430M
GLD
Spdr Gold Trust

ETFs
-22
- 0.23%
$300.96 - $355.47 $6.62K - $7.82K
9.69K $3.43B
Activity Summary
Buys All Purchases 78 New Holdings 13 Increased Positions 65 Sells All Sells 32 Reductions 27 Sold out 5 Options Calls 0 Puts 0
Track This Portfolio

Track Emergent Wealth Advisors, LLC Portfolio

Follow Emergent Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Emergent Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Emergent Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email